About
Overview
Sound Planning Group
11411 NE 124th St Ste 255
Kirkland, WA 98034-4345
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 AM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 3/20/2015
Years in Business: 28
Products and Services
Fiduciary Wealth Management
Investment Planning
Tax Planning
Social Security Income Planning
Retirement Planning
Healthcare Planning
Long Term Care Planning
Legacy Planning
Insurance Products
Photos and Videos
Business Details
- Local BBB:
- BBB Great West + Pacific
- BBB File Opened:
- 3/18/2013
- Business Started:
- 8/1/1998
- Business Incorporated:
- 2/4/2010
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- SPG Advisors LLC
- Business Management:
- Mr. David Mark Stryzewski, CEO
- Number of Employees:
- 28
Additional Contact Information
- Customer Contacts
- Mrs. Wendy K McDermott, Operations Manager
- Fax numbers
- Other Fax: (888) 503-0799
- Additional Email Addresses
- Primary: Email this Business
- Sales: Email this Business
- Technical Support: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Washington Department of Financial Institutions
PO Box 41200
Olympia WA 98504
Phone Number: (360) 902-8700
http://www.dfi.wa.govWashington Office of the Insurance Commissioner
5000 Capitol Blvd SE
Tumwater WA 98501
Phone Number: (800) 562-6900
http://www.insurance.wa.gov
[email protected]
Latest Reviews
Scott B
"I'm not a customer yet but I was treated as though I was as important as any customer that has been one for a long time. REMOVEDis the name of the Associate that I met with and he treated me like an old friend and a customer." ... Read full review
Debbie S
"I have been with the REMOVEDplanning group since 2014 and they have been terrific.Answering any & all questions I might have." ... Read full review
Bonnie B
"I thoroughly enjoy and feel comfortable having REMOVEDas my financial advisor. He has helped me trust that I am going to be ok financially in my retirement and still be able to do all those things, such as travel, that I have had to put off while working." ... Read full review
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